Assign Users to Planned Routes on the Web Platform

With Route4Me, you are able to create a well-structured and easily-manageable network of users where each member can have a dedicated role with an adjustable set of permissions. Route4Me provides flexible tools and settings for controlling your entire team, allowing you to always delegate the right tasks to the right people and make sure that your team can access only that information that they need to successfully accomplish their goals. Users can be assigned to routes when the routes are already planned or before they are planned when specifying their parameters (learn how). With Route4Me’s near real-time data synchronization, once a route is assigned to a particular team member, this route instantly becomes available on the team member’s account and can be accessed by the assigned team member from the Route4Me Web Platform or Route4Me’s iOS and Android mobile apps. To learn how to automatically distribute multiple routes among multiple users in the most efficient way, visit this page.

Assigning Users to Planned Routes from the Routes List

To assign users to planned routes from the Routes List, first, go to “Routes List” from the navigation menu.

Next, click on the gear icon next to the route to which you want to assign a team member and then select “Assign User” from the route’s menu.

After that, select the user that you want to assign to the route from the list of all users associated with your Route4Me account and then click on the “Apply” button to finish. By default, you can assign only those sub-users to your routes that are associated with your Route4Me account (Account Owner and Admins can assign all users to all routes). To learn more about the Company Visibility settings, visit this page.

Once the user is assigned to the route, this user’s email address is displayed next to the corresponding route in the Routes List.

To assign one user to multiple routes, first, select multiple routes in the Routes List by checking the corresponding boxes. After that, go to “Edit” and then select “Assign User” from the menu.

Next, select the user that you want to assign to the selected routes from the list of all users associated with your Route4Me account and then click on the “Apply” button to finish.

Once the user is assigned to multiple routes, this user’s email address is displayed next to the corresponding routes in the Routes List. NOTE: When assigning one user to multiple routes, make sure that these routes are scheduled for different days or time to avoid schedule overlaps.

To learn how to automatically distribute multiple routes among multiple users in the most efficient way (Auto Assign Users), visit this page.

Assigning a User to a Planned Route from the Route Editor

By default, if you do not assign a particular sub-user to the route you planned, then you are assigned to this route. In the Route Editor, the email address of the route’s assignee is displayed over the Summary Table. To assign a user to a route from the Route Editor, first, open this route in the Route Editor from the Routes List or the Routes Map.

Next, go to “Edit” and then select “Assign User” from the menu.

After that, select the user that you want to assign to the route from the list of all users associated with your Route4Me account and then click on the “Apply” button to finish.

Assigning Users to Planned Routes from the Routes Map

To assign users to planned routes from the Routes Map, first, go to “Routes Map” from the navigation menu.

Next, click on the gear icon next to the route to which you want to assign a team member and then select “Assign User” from the route’s menu.

After that, select the user that you want to assign to the route from the list of all users associated with your Route4Me account and then click on the “Apply” button to finish.

Once the user is assigned to the route, this user’s email address is displayed next to the corresponding route on the Routes Map.

To assign one user to multiple routes, first, select multiple routes on the Routes Map by checking the corresponding boxes. After that, go to “Edit” and then select “Assign User” from the menu.

Next, select the user that you want to assign to the selected routes from the list of all users associated with your Route4Me account and then click on the “Apply” button to finish.

Once the user is assigned to multiple routes, this user’s email address is displayed next to the corresponding routes on the Routes Map. NOTE: When assigning one user to multiple routes, make sure that these routes are scheduled for different days or time to avoid schedule overlaps.

When a user is assigned to a route from the Route4Me Web Platform, this route becomes available on the user’s account in near real-time and can be accessed by the assigned user from the Route4Me Web Platform or Route4Me’s iOS and Android mobile apps.